This week’s poll also looks at consolidation and the Lifetime ISA
WIFA winner launched advice firm FSWM in February last year
New API connection to reduce manual admin for financial advisers
USA and KPC meetings
Analyser update to support evidencing platform switches
Former Progeny CTO warns cyberattacks increasing while advice firms remain complacent
Advisers ‘not aware’ how much they can do with tools they already pay for
FCA secures this after £19m was taken from more than 240 investors
Looking to snap up and merge firm as part of its ‘project Canaries’
Tim Thompson Rye warns advice platforms must embrace digital transformation